Unclaimed
Francisco Pastor is a financial advisor currently registered with Citigroup Global Markets Inc.. Francisco has been in the financial industry for over 10 years, specializing in providing advisory services to individuals, businesses, and charitable organizations. Francisco is licensed to provide investment advice in Florida and Texas, and has previously worked at Wells Fargo Clearing Services, LLC and Intercam Securities, Inc.. Francisco has held licenses for both securities and investment advisory activities.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
02/22/2022 - Present
Citigroup Global Markets Inc. (Houston TX)
FL
05/10/2016 - 05/10/2017
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
FL
04/19/2013 - 03/02/2015
INTERCAM SECURITIES, INC. (MIAMI FL)
TX
03/03/2010 - 04/22/2010
CHASE INVESTMENT SERVICES CORP. (SAN ANTONIO TX)
BC
Issued 07/18/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/01/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Francisco Pastor is the right advisor for you? Invested Better is here to help.